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Author: BFM Media

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Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
422 Episodes
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The S&P 500 has been on a bull run, but there's growing speculation that equity gains may be reaching a plateau. We ask Tony Nash of Complete Intelligence on the data indicators to watch, as well as the trends affecting commodities, cryptocurrencies and the Japanese asset market.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Asset prices all around the world are moving up at the same time - from stocks to gold to Bitcoin. What factors are driving the appreciation, and how sustainable is it going to be? We discuss the trends with Vishnu Varathan of Mizuho Bank.See omnystudio.com/listener for privacy information.
The Malaysian construction sector ended 2023 on a high, with total construction work value reaching RM132 billion ringgit, the highest in 4 years. Can this momentum be sustained in 2024? We discuss the outlook for the sector with Chong Tjen-san of CGS International Securities.See omnystudio.com/listener for privacy information.
Last week saw the US Federal Reserve maintaining interest rates but signalling at least 3 reductions are imminent. Meanwhile, the Bank of Japan has finally ended an era of negative interest rates. Luca Santos, a currency analyst at ACY Securities helps us understand the impact these decisions have had on the USD and JPY and what the future may hold for their values going forward.See omnystudio.com/listener for privacy information.
The US Fed’s preferred gauge of underlying inflation, the PCE Indicator, is due to be released this week. How might the latest data affect the projections for interest rate cuts in the coming months? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.See omnystudio.com/listener for privacy information.
What explains the increase in copper and silver despite China's muted manufacturing sector? Kingsley Jones of Jevons Global explains the factors driving commodity prices, and weighs in on Apple's outlook in light of legal challenges.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The Singapore Straits Times Index has been increasing gradually in the last few days and might even tip into positive territory on a year to date basis. We check in with Geoff Howie, Market Strategist at SGX for an update and might the economy surprise on the upside?Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Many market observers are of the view that the goldilocks moment has been achieved by the Federal Reserve with their twin mandates intact without causing a recession. Tim Mulholland, President, TJM Limited, Chicago tell us his perspective whilst weighing in on the recent rally in markets, gold and even bitcoin.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The Fed kept rates on hold as expected yesterday at between 5.25 to 5.5%. We ask Michele Schneider, Chief Strategist at Market Gauge for her perspectives on what this means for the economy and markets as it appears that the central bank is on track for three rate cuts in 2024.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year to date basis. Jack Kouzi, Director for Strategy at VFS Group tells us where are the opportunities in the market whilst weighing in on the potential headwinds.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
With the inflation print higher than expected in the US, will the Federal Reserve actually raise rates this year as opposed to market expectations of three rate cuts. Laurent Lequeue, Independent Market Analyst, Writer at The Macro Butler Newsletter gives us his perspective whilst telling us where to park our money if its risk off mode.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
The Vietnamese equity market is up 12% on a year to date basis. The country has in place the right ingredients for an economic boom like the +1 strategy and a growing middle class but what is a good investment strategy for a frontier market like this? Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us that answer whilst also explaining why the FBMKLCI is another outperforming market.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
This week is a busy one for central banks but attention is focused on Japan and US as both are likely to take opposite positions in their monetary policies. Clifford Bennett, Independent Economist gives us his perspective and what this means for global economies.Image Credit: Shuttterstock.comSee omnystudio.com/listener for privacy information.
US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst taking a closer look at the Hong Kong and China markets.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The FBMKLCI has defied expectations to rise 6% on a year to date basis but does this rally still have legs? And does the recently concluded result season gives us clues to this.  Chehan Perera, Head of Research and Strategist at CGS international gives us the answers whilst telling us what his buy ideas are for Malaysia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
We appear to be living in strange times as almost all asset classes are up in tandem. We ask Tony Nash, CEO of Complete Intelligence to explain this conundrum and how to invest in these confusing times.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
February's CPI print of 3.2% was higher than expected, yet US markets hit new highs. We ask Song Seng Wun, Economic Advisor at CGS International Securities in Singapore to explain this conundrum whilst asking him if he is a bear or bull on Chinese equities post their Two Session meetings.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The market is beginning to expect the Bank of Japan to finally raise rates after decades of ultra low rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management his expectations and what that means for the Japanese equity markets whilst also discussing why the Euro is strong when the European economy is not.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The banking system is seen as a barometer of the economy. What then does the recent corporate results and banking statistics from the central bank tell us? Chan Jit Hoong of Hong Leong Investment Bank gives us his perspective and also his top picks for the sector.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The recent market rally in the S&P500 and Nasdaq is driven by a handful of stocks. Should we be concerned about the concentration risk? Kingsley Jones, Chief Investment Officer of Jevons Global tells us whilst we ask if there are other investment opportunities to consider like Australia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
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